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Altshuler Shaham’s Edwards Lifesciences EW Stock Holding History

Altshuler Shaham’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,541
Closed -$1.53M – 336
2024
Q2 		$1.53M Buy
16,541
+8,286
+100% +$734K 0.05% 38
2024
Q1 		$789K Sell
8,255
-10,386
-56% -$872K 0.03% 46
2023
Q4 		$1.42M Buy
18,641
+7,886
+73% +$549K 0.08% 29
2023
Q3 		$745K Buy
10,755
+10,422
+3,130% +$838K 0.02% 54
2023
Q2 		$31.4K Buy
+333
New +$28.9K ﹤0.01% 220
2022
Q3 		– Sell
-301
Closed -$29K – 487
2022
Q2 		$29K Sell
301
-498
-62% -$51.6K ﹤0.01% 322
2022
Q1 		$94K Sell
799
-276
-26% -$31K ﹤0.01% 271
2021
Q4 		$139K Buy
1,075
+5
+0.5% +$583 ﹤0.01% 293
2021
Q3 		$122K Sell
1,070
-68
-6% -$7.76K ﹤0.01% 297
2021
Q2 		$118K Buy
+1,138
New +$107K ﹤0.01% 297
2021
Q1 		– Sell
-423
Closed -$39K – 485
2020
Q4 		$39K Buy
423
+116
+38% +$9.62K ﹤0.01% 304
2020
Q3 		$25K Buy
+307
New +$24K ﹤0.01% 307
2020
Q2 		– Sell
-210
Closed -$14K – 427
2020
Q1 		$14K Sell
210
-5,856
-97% -$422K ﹤0.01% 258
2019
Q4 		$472K Buy
6,066
+5,583
+1,156% +$436K 0.01% 107
2019
Q3 		$35K Buy
483
+306
+173% +$21.5K ﹤0.01% 189
2019
Q2 		$11K Sell
177
-150
-46% -$9.07K ﹤0.01% 277
2019
Q1 		$21K Buy
327
+177
+118% +$10.1K ﹤0.01% 172
2018
Q4 		$8K Buy
+150
New +$7.59K ﹤0.01% 192

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Altshuler Shaham's EW Position: Q3 2024 in Review

Altshuler Shaham sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 16,541 shares — an estimated $1.53M sold.

Altshuler Shaham first reported a position in EW in Q4 2018 and held it in 18 quarters. The position peaked at $1.53M in Q2 2024. 1,195 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Altshuler Shaham reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Altshuler Shaham sold 16,541 Edwards Lifesciences shares in Q3 2024, an estimated $1.53M.
  • Altshuler Shaham first reported a position in Edwards Lifesciences in Q4 2018 and held it in 18 quarters.
  • Altshuler Shaham's Edwards Lifesciences position peaked at $1.53M in Q2 2024.
  • 1,195 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Altshuler Shaham's 13F filing for Q3 2024, filed 14 Nov 2024.